Reports & Views
Views allow you to display the information of your choice, inside various areas of the program, in a format that allows for customization (such as sorting, filtering, etc.) and give the ability to print. Some Views have been predefined as a starting point or default. Others can be loaded from the Support Center. If you can't find the report or View you're looking for, let us know. We'll either show you which view to load or create it for you if it's new!
Customer & Address Contacts
- Customer Birthdays
- Add, Move, or Hide Columns on the Customer List
- Import a View for Reports, Labels, & More
- Create, Import or Filter a View to use with the List Builder
- Customer Views from Previous Reports
- Print a Statement of Account
Wrapping Up Year-End for Tax Purposes
Inventory
Sales
- View, Filter & Print Invoices in Sales Transactions
- Gross Receipts Report
- Invoices by Sale Type
- View Invoices by Discount Type
- View Sales Totals for a Specific Date Range
- Customer Top Sales Summary